Playbooks · New Business

Playbook 04. Website High-Intent Trigger

Known CRM contact visits your pricing page, demo page, or case studies 2+ times within 7 days

Goal · Intercept an active buyer mid-evaluation before they reach out to a competitor or hand it to procurementTiming · Within 24 hours of the trigger firing. Speed is everything here — they are in active mode right now.

The video angle

Record once. [First Name] is the only variable — swapped by Sendspark at send time. When recording, address the exact hesitation that stops most people from booking a demo after seeing your pricing — the 'yeah but' you hear most often. Then share the most common thing your customers say they underestimated before they bought. Close with what they'll get out of a 20-minute conversation with you. Script: "[First Name], if you're looking at our pricing, you're probably asking yourself [most common pricing concern you hear]. Here's the honest answer: [your go-to response]. And here's what our customers almost always tell us after the first 90 days: [most common unexpected value they discover]. Scan the code and let's spend 20 minutes making sure this is actually the right fit."

Automation & CRM triggers

  • Integration: RB2B, Clearbit Reveal, or 6sense identifies known CRM contacts visiting high-intent pages
  • Trigger: Contact visits /pricing or /demo-request 2+ times in 7 days OR spends 3+ minutes on /case-studies
  • Address gate: if no shipping address on file, trigger a ZoomInfo enrichment + SDR task to source the address within 4 hours. Do not delay the send.
  • Slack alert fires to the rep in real time: '[Name] from [Company] just hit your pricing page for the [Nth] time this week — box is queued, address needed.'
  • Simultaneous: if contact has an address, also launch a targeted LinkedIn and display ad campaign to that account — physical + digital hitting at the same time

The QR landing page

A page designed for mid-funnel buyers who are actively comparing options: a pricing FAQ that addresses the 3 most common objections, a short ROI calculator they can run with their own numbers, one customer testimonial video (60 seconds), and a 'book a 20-minute call' button. Not a homepage. Not a demo signup. Built for someone who already knows you exist and is deciding whether to act.

Follow-up sequence

  • Day 0: Rep calls that day — 'I want to make sure you have everything you need to evaluate us.' Do not mention page tracking. Frame it as proactive outreach.
  • Day 2 post-delivery: Email — 'Did the package arrive? I wanted to make sure you had real information alongside whatever you're building internally.'
  • Day 4: A piece of content that directly addresses the most common pricing or value objection at this stage. Not a brochure — a specific answer.
  • Day 7: Offer a 'vendor evaluation call' framing — 'Happy to walk through how other companies your size have structured this decision.' Reduces the stakes of the conversation.

Reading the signals

  • QR scan + return visit to pricing page = deep evaluation mode. Route to AE immediately — not SDR. This person is close.
  • QR scan from a different email address or contact = they shared the box internally. Someone else is involved. Expand to that contact within 24 hours.
  • Page revisit after delivery but no QR scan = still researching. Send a specific piece of content that day — not a follow-up email, something genuinely useful.

Wire this into your CRM.

Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up paused on QR scan. We'll set the triggers up on your kickoff call.